Reported 7 months ago
Morgan Stanley Securities highlighted the arrival of the smartphone edge AI era with the launch of the Samsung Galaxy S24, predicting it to become a growth engine for smartphones from the second half of this year to 2025. They are optimistic about TSMC, Largan Precision, LITE-ON Technology, and MediaTek in the smartphone supply chain. The market shows positive feedback towards Samsung's advancements in AI, with expectations for Apple to incorporate new AI features in upcoming iPhones. Analysis on iPhone's competition in China indicates Huawei's re-entry having little impact so far, contributing to potential growth opportunities for key players like Largan Precision and LITE-ON. Morgan Stanley sees potential breakthroughs for Largan Precision in the high-end periscope lens market, emphasizing their competitive edge.
Source: YAHOO